Fast-Track Investor-ready Documents

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Fast-track investor-ready documents

Consulting or revisions not includes, but they can be purchased extra.

VIEW SERVICE DESCRIPTION

Project Start (with today’s order and payment): 27.05.2024

Products sold to date: 5

2 in stock

Investor-ready Documents

Consulting & Revisions Services

20-30% cheaper: only when purchased with your fast-track order.

Description

These documents involve the submission of information through our web form only. No other financial plans to extract information from. No information can be accepted per email. They are delivered without consulting calls or revisions, only 1 version. Revisions and consulting can be purchased separately.

FINANCIAL PLAN

The financial plan template is ideal for new businesses and startups with no past financials. The vast majority of business and revenue models can be represented with this financial plan.

After submitting the information through the online form, you will receive the completed financial plan, with adjusted assumptions and written recommendations on what parts of the financials or business model to validate.

The financial plan is on a yearly basis and includes:

  • Editable assumptions page with validation checks and with graphs for your presentations
  • Market sizing for 5 markets and vendors
  • Customer Acquisition costs for 5 types of channels
  • Marketing & Sales costs
  • Revenue calculation with 7 types of revenue model and revenue/customer matrix
  • Detailed direct costs for each revenue type (and inventory flow)
  • Personnel development, operating and administration costs, recurring or one-time costs
  • Investments
  • Integrated financials with P&L, balance sheet and yearly cash flows
  • Estimate of funds to raise for 1 year
  • Snapshot and Breakeven analysis
  • Adjustable colours

Fast-Track Investor-ready Documents Valithea Advisory

VIEW THE PORTFOLIO for the more advanced monthly document sample for Startups

 

 

INFORMATION: We will start the project after collecting all relevant information (you can enter all your information here: Financial Plan Information).

DELIVERY: 4 days from payment, estimated for 31.05.2024.

PITCH DECK

FEATURES: The pitch deck is suitable for startups and companies in search of funding. The result is a professional investor-ready pitch deck of around 15 pages, in a beautiful branded power point landscape format

The financial plan is not included, you can submit yours or buy one from us as a download, fast-track ready financial plan with this service or advanced financial planning service, depending on your budget. If not submitted, we will simply leave the page empty for you to complete later.

The business plan contains all important information and it is mainly a sales document for investors, but it can also be used internally. For internal analysis and business planning, we recommend our feasibility analyses.

INFORMATION: simply complete the questionnaire here and receive an investor-ready pitch deck within 2 working days. Complete as much as you can in one single submission, we will do our best to fill in the remaining gaps, even with some research and adjustment of your contributions.

Only a one-time information submission through the questionnaire will be accepted, not by email or other means: if you have too many documents to submit, select the most important ones, as pitch decks must be brief. No updates after the initial information submission is included: for future services and updates, you can refer to the hourly services.

 

VIEW THE PORTFOLIO for the document sample.

DELIVERY: 2 working days for first-draft delivery from the submission of information and payment, estimated for 29.05.2024.

No after-sales service is included, but you can receive support by purchasing the 1 month unlimited email support, including help with completing the pitch deck and fundraising/ financial advice.

 

BUSINESS PLAN

FEATURES: The business plan is suitable for startups and SMEs. The result is a professional investor-ready business plan with technical descriptions of all features of the business. The business plan will be 30-60 pages long depending on the type of business, in a beautiful branded power point landscape format, with disclaimer, contact details and appendix, fully editable and easy to update, and structured for external (investors) use.

The financial plan is not included, you can submit yours or buy one from us as a download, fast-track ready financial plan with this service or advanced financial planning service, depending on your budget. If not submitted, we will simply leave the page empty for you to complete later. You can submit your own financial plan but it will not have all the analysis reported in our business plan.

The business plan contains all important information and it is mainly a sales document for investors, but it can also be used internally. For internal analysis and business planning, we recommend our feasibility analyses.

INFORMATION: We will start the project after collecting all relevant information (you can enter all your information here: Business Plan).

Fast-Track Investor-ready Documents Valithea Advisory

VIEW THE PORTFOLIO for the document sample.

DELIVERY: 4 working days for first-draft delivery from the submission of information and payment, estimated for 31.05.2024.

 

 

EXECUTIVE SUMMARY

FEATURES: 1-page pdf, with key business information and branded colours, suitable for all businesses (particularly startups).

The financial plan is not included, you can submit yours or buy one from us as a download, fast-track ready financial plan with this service or advanced financial planning service, depending on your budget. If not submitted, we will simply leave the page empty for you to complete later. You can submit your own financial plan but it will not have all the graphs used in the executive summary.

INFORMATION: We will start the project after collecting all relevant information (you can enter all your information here: Executive Summary ).

VIEW THE PORTFOLIO for the document sample.

DELIVERY: 1 Day for first-draft delivery from the submission of information, estimated for 28.05.2024.

 

INVESTMENT TEASER

FEATURES: 5-pages pdf, with key business information and branded colours, suitable for all businesses (particularly startups).

The financial plan is not included, you can submit yours or buy one from us as a download, fast-track ready financial plan with this service or advanced financial planning service, depending on your budget. If not submitted, we will simply leave the page empty for you to complete later. You can submit your own financial plan but it will not have all the graphs used in the investment teaser.

INFORMATION: We will start the project after collecting all relevant information (you can enter all your information here: Investment Teaser ).

VIEW THE PORTFOLIO for the document sample.

DELIVERY: 1 Day for first-draft delivery from the submission of information, estimated for 28.05.2024.

 

VALUATION ESTIMATE REPORT

Does not include a financial plan

This type of valuation is suitable for any company: startups, small exit transactions of micro-businesses, small rounds of funding or investor-led valuations with very little data on the underlying company.

For advanced analyses and unique type of companies, please purchase our standard financial planning and valuation services.

The estimate will be carried out using 1-3 suitable methods, without any financial projections, but including expert research on transactions (adapted Gordon growth model, Cost method, adapted Market Method, adapted Rule of Thumbs method for startups of growth-stage company).

The Deliverable will be a 4-pages pdf presentation report with the company’s potential and resulting valuation estimate. The short report will have our company’s logo. The report is not a Calculation Engagement or Valuation Engagement, only an internal presentation on the estimation of value. The underlying calculations will not be submitted.

INFORMATION Request: The project will start after the information has been submitted through our online form only. Submit all your information here. Any information delivered the day after the start of project will not be accounted for.

Information to be collected and submitted to us before the start of the project (when available, the valuation estimate will be carried out regardless, based on the information available):

  • Past Financials
  • Financial Projections (if any)
  • Business Plan or Company Presentation
  • Company Website
  • Business/revenue model and customers targeted
  • Details of the transaction, e.g. fundraising (if any)
  • Exit strategy (if any)
  • Traction and stage of the company
  • Competitors and/or similar transactions that you already know of
  • Existing investors

Please don’t send more information than requested: we will not be able to analyse extensive market reports for the scope of this project. For a comprehensive analysis and valuation, please purchase the standard financial plan and valuation in our list of services.

DELIVERY: 2 working days for first-draft delivery (from the submission of information), estimated for 29.05.2024. If you also purchase the financial plan, the valuation will be delivered once the financial plan is completed. Reviews & Consulting are not included.

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